Transcript of Investor meet enclosed

26th August, 2026 The General Manager The Manager The Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India 1st floor, New Trading Ring, Limited Rotunda Building “Exchange Plaza”, C-1, Block G P J Towers Bandra-Kurla Complex Dalal Street, Fort Bandra (E) Mumbai 400 001 Mumbai 400 051 BSE Scrip Code: 500249 NSE Symbol: KSB Subject: Transcript for the Institutional Investors Meet. Dear Sirs/Madam, In continuation to our intimation dated 13th August, 2026 and 19th August, 2026 enclosing herewith the Transcript of the Institutional Investors Meet held and participated on 19th August, 2026. Kindly take the same on your records. Yours faithfully, For KSB Limited Shraddha Kavathekar Company Secretary Encl. as above Mail to : (Head Office) KSB Limited (Formerly KSB Pumps Limited), Mumbai - Pune Road, Pimpri, Pune - 411 018. (India) Tel. : +91 20 2710 1000 Fax : +91 20 2742 6000 Visit us at : www.ksbindia.co.in Registered Office : Office No. 601, Runwal R-Square, L.B.S. Marg, Mulund (West), Mumbai- 400 080, Tel. : +91 (022) 2168 1300 Zonal Offices : Chennai • Kolkata • Mumbai • NOIDA CIN : L29120MH1960PLC011635 KSB Limited (KSB) Institutional Investors Meet August 19, 2026 MANAGEMENT: Mr. Rajeev Jain - Managing Director Mr. Mahesh Bhave - Chief Financial Officer Mr. Nitin Patil - Vice President for IPD/EPD Operations, and Chief Operating Officer, Nuclear Business Presentation Moderator: Good morning, on behalf of ICICI Securities, I welcome you all to the Q2 CY 2026 Institutional Investors Meet of KSB Limited. Today, we have with us on the dais, Mr. Rajeev Jain, Managing Director; Mr. Mahesh Bhave, Chief Financial Officer; Mr. Nitin Patil, Chief Operating Officer, Nuclear Division; and Shraddha Kavathekar, Company Secretary. We will start with a detailed presentation, which will be followed by Q&A. Over to you, sir. Mr. Mahesh Bhave: Thank you. Good morning, all. We start with a cautionary statement regarding forward-looking statement. This presentation may contain certain forward-looking statements relating to company’s future business developments and economic performance. Such statements may be subject to number of risks, uncertainties and other important factors, such as but not limited to competitive pressure; legislative and regulatory development; global macroeconomic and political trend; fluctuations in currency exchange rates and general financial market conditions; delay or inability in obtaining approval from authorities; technical developments; litigation; adverse publicity and news coverage. These could cause actual developments and results to differ materially from statements made in this presentation. The company assumes no obligations to update or alter forward-looking statements, whether as a result of new information, future events or otherwise. So, KSB India snapshot, I think most of you know, but just to have a repeat. We started in 1960, our Pimpri Plant, which is a flagship plant. 1974, we established Foundry in Ahmednagar, Vambori, ferrous and non-ferrous castings. 1978, we started our PPD, that is Chinchwad Plant. Initially, it was a power-driven pump plant and now it is converted into SupremeServ Division, that is after-sales division, where we have our spares, warehouse and after-sales activities. 1987, we established Valves Division in Coimbatore. Then we moved, 1994, we started our Water Pumps Division, that is in Sinnar, Nasik, which is a standard pump factory. Page 1 of 30 KSB Limited (KSB) Institutional Investors Meet August 19, 2026 We acquired MIL Controls Limited in 1997, which is in Kochi, Kerala. We started our tech centre, KSB Group Tech Centre in Pune City in 2005, which is into engineering and IT service, providing captivity to the group. Shirwal, the new state-of-the-art plant, which is in the Energy Pump Division, which we started in 2017. As all of you know, we acquired BP&CL Technology in 2023 and very recently, maybe a few weeks before, we started our new shed at Shirwal. So, presence of KSB in India, KSB Limited, as I mentioned, we started in 1960. Six manufacturing plants, six service stations, more than 350 service centres across India, 22 warehouses, four zonal offices, 14 branches and more than 800 authorised dealers who dealt into our products. KSB Tech, we discussed, it is in Pune City, it’s a Tech Centre. We have a liaison office in Bangladesh. And MIL, we discussed, we acquired in 1997. It’s to control valves, basically. It’s a manufacturing plant. Pictures of our facilities, Pimpri IPD, you can see Vambori Foundry, Chinchwad Plant, Coimbatore Valve Division. WPD, we call Nasik Factory. Kochi, our MIL factory. Shirwal, you can see the helicopter view of the Shirwal plant and also a factory view and new shed inauguration which we have done recently in Shirwal. The management team from left side, Mr. Nitin Patil who is with us today, Vice President for IPD/EPD operations, and COO for Nuclear Business. Mr. Mohan Patil, who heads HR. Mr. Rajeev Jain, Managing Director, who is with us today. Myself. Mr. Sunil Bapat, Vice President, Sinnar, and also Foundry Factory, and COO for Solar Business of Pumps. And Mr. Prashant Kumar, who is VP, Sales and Marketing. Our Board of Directors, Mr. Gaurav Sarup who is a Chairman and is an industrialist. We have Dr. Stephan Bross, Non-Independent and Non- Executive Director. Dr. Matthias Schmitz, who is a Non-Independent and Non-Executive Director. Mr Rajeev Jain, Managing Director. Independent Directors, Mr. Ulhas Yargop, you can see his experience and we associated from 2024. Mr. Muktibodh, who is from nuclear background and he associated with us from 2025. Ms. Sharmila Barua Roychowdhury, Independent Director, Lawyer and Expert in Social Studies in Human Behaviour. Mr. Vishal Kampani is Independent Director, associated from 2024. Financial performance in nutshell, you must have already gone through the numbers, half yearly. So INR 12,920 million half year ended, which Page 2 of 30 KSB Limited (KSB) Institutional Investors Meet August 19, 2026 is the revenue from sales. EBITDA INR 1,465 million and profit before tax INR 1,279 million for the first half of June 2026. Continuing growth story, you can see revenue from operations, 17% CAGR. You can see the PAT, profit after tax, that is also 22% CAGR and continue to grow, and EBITDA 17% CAGR. Value creation for investors, net worth you can see continuous growth up to June 2026. EPS, ROCE which is 22.8%, but if I take out the one time labour code impact it is actually 24%. And dividend what we declared last year is again 220%. Update on SAP HANA, you are all aware that SAP HANA is a new platform which is kind of mandatory from SAP and lot of benefits what it gives to us, real time insights, faster and data driven decisions, process automation, higher efficiency, lower manual efforts, integrated operations, one platform across companies, functions, scalable and future ready, supports growth and digital transformation, enhanced control, better transparency and governance. So KSB worldwide as a global company is implementing HANA somewhere in H1 of next year. And we, of course, the model is a revenue model and we expect cost allocation in the next year. Business highlights, as you are aware we are into six major market segments: Energy; Building Services; General Industry; Petrochemical and Chemical; Mining; and Water. So these are six market areas and 21 sub-markets. Order intake, generally we have this order intake per month which gives us a clear picture. You can see again 14% CAGR and continue to grow in order intake. H1 first half 2026 without Nuclear, we are INR 15,307 million OI. Very strong orders on hand, I think this shows the very robust orders on hand and you can see it is continuously growing, June 2026, we have INR 27,445 million orders on hand. Just to overview how we distribute the order intake, you can see Standard is 51%; Engineered, 14%, SupremeServ, 16%; and Valves [Showing first 8,000 characters — download PDF for full document]